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WILLS & ESTATES

Introduction

ESTATE PLANNING

What is Estate Planning?
What is Power of Attorney?
Joint Tenancy
Beneficiary Designation

PROBATE

What is Probate?
When to Probate
Executors Duties/Liabilities
Trustee Duties
Probate Fees

TRUSTS

What is a Trust?
Types of Trusts
When Should I Create a Trust?
Who Should Have a Trust?
Tax Implications

WILLS

Planning Your Will
Personal Information Record
Will Preparation Checklist
Assets & Liabilities
Wills Variation Act

GLOSSARY OF TERMS

  
 
The sooner a Will is probated the sooner you have legal access to administer and ultimately distribute the estate. Applying for probate includes completing a number of documents to be filed with the courts. This requires a great deal of detailed work and can be a lengthy process so it is recommended to start the probate process as soon as possible.

 
 
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ROBERTSON, DOWNE & MULLALLY
33695 SOUTH FRASER WAY
ABBOTSFORD, BC  V2S 2C1
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